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Swyft
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Swyft

Swyft

Swyft uses AI to help people easily manage their CRM data and sync it smoothly with Salesforce. It gets rid of tedious manual data entry, making sure your sales pipeline is always ..
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Product Information

Description

Swyft uses AI to help people easily manage their CRM data and sync it smoothly with Salesforce. It gets rid of tedious manual data entry, making sure your sales pipeline is always accurate.

How to use

1. Finish Your Meeting: Just do your Zoom call, and Swyft will effortlessly handle all the note-taking in the background.
2. Review and Confirm: After your call ends, Swyft processes the meeting info and figures out what needs updating in Salesforce. You can quickly review, make any tweaks, and update your opportunity with just one click.
3. CRM Updated Instantly: In seconds, Swyft automatically updates the right CRM fields, saving you hours of tedious manual work.

Useful cases

Developers: Swyft makes it easy to update Salesforce during project meetings, keeping your data fresh and accurate.
Sales Teams: By automating meeting notes and Salesforce updates, Swyft lets sales teams focus on selling, not admin work.
Marketing Teams: Swyft helps marketing teams keep track of customer interactions and update Salesforce info they need, making sure their data is clean and spot-on.

Core features

  • Easy Sales Call Summaries: Swyft quickly summarizes your sales calls, so you don't have to take notes.
  • Smart Data Updates: It automatically updates your meeting notes, next steps, and all sorts of opportunity fields right in Salesforce.
  • Great for Any Team: Swyft works for teams big or small, offering a complete solution for managing your CRM data and Salesforce updates.
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